Templates

Templates determine the basic structure of the appointment book in NextGen® Enterprise PM. You can create weekly and daily templates to define various schedules for a resource in the practice. Each template assigns event categories and locations to specific blocks of time. One or more templates are then assigned to a resource's calendar. Using the templates makes the appointment scheduling process much easier and reduces scheduling errors, conflicts, and overbooking of appointments.

For example, if resource is not available in the office on Wednesday afternoons, you can create a template that automatically prevents anyone from scheduling office appointments for the resource on Wednesday afternoons. If you have a staff meeting every Tuesday at noon, you can include that in your scheduling templates.